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Investment Advisor
A veteran of Bay Street with a career working for some of the largest investment management firms in Canada and the U.S., Rob brings a seasoned perspective to his clients' wealth management needs.
Rob has held senior positions and consulted with some of Canada's largest investment professionals to help them deliver investment solutions to their ultra-high-net-worth, institutional, and offshore clients. Most recently, he held the title of Senior Vice President for one of the largest money managers in the world.
His experience and temperament apply to ultra-high-net-worth clients and folks who want to know they have a partner along their retirement and wealth-building journey. A guide who uses plain language and has the expertise and knowledge to successfully navigate the complexities of investments, financial planning, and tax planning.
Rob holds an honours degree in Economics from York University, an MBA from Sir Wilfrid Laurier University, and the Chartered Investment Manager designation from the Canadian Securities Institute. He is also a licensed life insurance agent.
He is a long-term resident of the GTA and a passionate Raptors fan. When Rob is not tending to his garden and cheering on the Raps, he can be found hiking the trails of beautiful Arizona, where he and his partner own a home.
Associate
Anshul joined RBC Dominion Securities in 2022 after graduating from Centennial College with a diploma in Business Operations, where he built a foundation in integrated business and financial planning concepts. In his role, he supports Rob and the advisory team by managing administrative tasks, interacting with internal and external contacts, and providing clients with prompt, thoughtful service.
A lifelong student of the markets and wealth management industry trends, Anshul has completed industry courses such as the Canadian Securities Course. He is focused on completing the Wealth Management Essentials program through the Canadian Securities Institute.
Outside of work, Anshul loves to spend time with friends and family. He deeply admires nature and animals, and you can often find him exploring the province with his dog.
